See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,601 | $76,367+19.9% | $93,606-2.1% | $72,985+25.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 5.04% | 25.82%-20.8pp | 32.76%-27.7pp | 81.00%-76.0pp |
| Employer contribution / active EE | $6,579 | $2,275+189.1% | $2,718+142.1% | $2,440+169.6% |
| Participant deferral / active EE | $2,782 | $3,538-21.4% | $4,069-31.6% | $3,607-22.9% |
| Admin fee / account holder | $20,991 | $6,838+207.0% | $7,888+166.1% | $5,124+309.6% |